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Hedge Funds Similar to Barnett & Company

13F Portfolio OverlapQ2 2026Barnett & Company portfolio →
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Most similar hedge funds by 13F overlap

Barnett & Company, Inc. is an institutional investor managing $135M across 86 U.S. equity positions as of Q2 2026. Based on the overlap of conviction holdings in their latest 13F filings, the hedge funds with portfolios most similar to Barnett & Company are TORTOISE ADVISORS, L.L.C., Energy Income Partners, Recurrent Investment Advisors, with shared positions in $WMB, $OKE, $AM, $MPLX, $SUN, $NFG. The full ranking of 25 similar funds is below.

#1TORTOISE CAPITAL ADVISORS, L.L.C.Active
Notable overlap · 5 shared positions
$WMB$OKE$AM$MPLX$SUN
$9.8B
91 positions
#2Energy Income Partners, LLCActive
Notable overlap · 6 shared positions
$NFG$OKE$SUN$WMB$MPLX$GNRC
$6.4B
88 positions
#3Recurrent Investment Advisors LLCActive
Notable overlap · 5 shared positions
$WMB$OKE$SUN$MPLX$COP
$1.6B
71 positions
#4Minneapolis Portfolio Management Group, LLCActive
Notable overlap · 3 shared positions
$GNRC$HPE$PFE
$1.1B
34 positions
#5CHICKASAW CAPITAL MANAGEMENT LLCSmart money
Notable overlap · 5 shared positions
$WMB$OKE$MPLX$AM$SUN
$2.8B
97 positions
#6KAYNE ANDERSON CAPITAL ADVISORS LPActive
Notable overlap · 4 shared positions
$WMB$OKE$MPLX$AM
$5.1B
53 positions
#7Fractal Investments LLCActive
Notable overlap · 5 shared positions
$WMB$SUN$OKE$MPLX$AM
$867M
80 positions
#8Heronetta Management, L.P.Smart money
Notable overlap · 4 shared positions
$WMB$OKE$MPLX$AM
$109M
15 positions
#9CUSHING ASSET MANAGEMENT, LP dba NXG INVESTMENT MANAGEMENTActive
Notable overlap · 3 shared positions
$WMB$OKE$MPLX
$2.2B
73 positions
#10Addis & Hill, IncSmart money
Notable overlap · 3 shared positions
$WMB$OKE$MPLX
$181M
29 positions
#11SL ADVISORS, LLCActive
Notable overlap · 3 shared positions
$WMB$OKE$MPLX
$57M
32 positions
#12Keeler Thomas Management LLCPassive
Notable overlap · 4 shared positions
$GNRC$PFE$VICI$WAB
$282M
135 positions
#13Parkside Investments, LLCActive
Notable overlap · 4 shared positions
$GNRC$TMO$COP$UNP
$902M
91 positions
#14SOUND SHORE MANAGEMENT INC /CT/Active
Notable overlap · 4 shared positions
$PFE$TMO$NFG$CSX
$3.2B
40 positions
#15MERIDIAN MANAGEMENT COActive
Notable overlap · 3 shared positions
$GNRC$TMO$CSX
$446M
84 positions
#16Verity & Verity, LLCActive
Some overlap · 5 shared positions
$PFE$OKE$VICI$BIPC$CNQ
$1.5B
138 positions
#17MCINTYRE FREEDMAN & FLYNN INVESTMENT ADVISERS INCPassive
Some overlap · 4 shared positions
$HPE$NFG$COP$MPLX
$167M
84 positions
#18Robertson Opportunity Capital, LLCActive
Some overlap · 3 shared positions
$WMB$OKE$FISV
$258M
29 positions
#19MILLER HOWARD INVESTMENTS INC /NYActive
Some overlap · 5 shared positions
$WMB$SUN$COP$MPLX$CNQ
$3.8B
152 positions
#20Covalis Capital LLPActive
Some overlap · 5 shared positions
$AM$GNRC$BKH$APA$WMB
$1.8B
101 positions
#21WALNUT PRIVATE EQUITY PARTNERS, LLCSmart money
Some overlap · 4 shared positions
$WMB$SUN$MPLX$BIPC
$185M
15 positions
#22Brave Warrior Advisors, LLCActive
Some overlap · 3 shared positions
$OMF$MPLX$AM
$4.6B
40 positions
#23ADAMS NATURAL RESOURCES FUND, INC.Smart money
Some overlap · 4 shared positions
$WMB$COP$OKE$APA
$763M
51 positions
#24RR Advisors, LLCActive
Some overlap · 3 shared positions
$WMB$AM$MPLX
$346M
25 positions
#25Catherine Avery Investment Management LLCPassive
Some overlap · 3 shared positions
$OKE$PFE$HPE
$229M
166 positions

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Similarity is derived from each fund’s latest 13F-HR filing with the SEC. Funds are ranked by the overlap of distinctive conviction holdings; near-universal mega-cap positions are excluded so the ranking reflects shared strategy, not common index exposure. Data is informational only and not investment advice.